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Lansing Management LP

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13F filer, CIK 1691908, NEW YORK, NY

Lansing Management LP reported $150,567,565 across 14 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 90.27% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-001132

Period
2026-03-31
Reported value
$151M
Holdings
14
Top 10 weight
90.27%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SUNBnew+195,712$12.7M
WCNadded+25,080$4.07M
CLHadded+12,753$3.66M
HLTadded+7,415$2.25M
JBHTnew+7,200$1.53M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ROPexited-15,040-$6.69M
APGreduced-117,600-$4.77M
TRUreduced-12,000-$830K
RACEreduced-2,260-$765K
ODFLreduced-3,334-$651K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001420506-26-001132, largest first. % of portfolio is the value over $150,567,565, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,398 shares; 2024Q4: 106,559 shares; 2025Q1: 99,934 shares; 2025Q2: 399,736 shares; 2025Q3: 337,985 shares; 2025Q4: 299,485 shares; 2026Q1: 290,185 shares 290,185$19.5M12.93%-9,300Timeline
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532,839 shares; 2024Q4: 470,629 shares; 2025Q1: 461,399 shares; 2025Q2: 452,899 shares; 2025Q3: 585,970 shares; 2025Q4: 547,470 shares; 2026Q1: 429,870 shares 429,870$17.4M11.57%-117,600Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,700 shares; 2024Q4: 84,305 shares; 2025Q1: 84,305 shares; 2025Q2: 82,555 shares; 2025Q3: 80,805 shares; 2025Q4: 80,805 shares; 2026Q1: 80,005 shares 80,005$16.9M11.22%-800Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,089 shares; 2024Q4: 182,369 shares; 2025Q1: 179,019 shares; 2025Q2: 199,569 shares; 2025Q3: 206,769 shares; 2025Q4: 219,993 shares; 2026Q1: 207,993 shares 207,993$14.4M9.56%-12,000Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,538 shares; 2024Q4: 62,048 shares; 2025Q1: 62,048 shares; 2025Q2: 62,048 shares; 2025Q3: 55,799 shares; 2025Q4: 44,199 shares; 2026Q1: 41,939 shares 41,939$14.2M9.43%-2,260Timeline
SUNBSUNBELT RENTALS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 195,712 shares 195,712$12.7M8.46%newTimeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,600 shares; 2025Q2: 18,135 shares; 2025Q3: 23,265 shares; 2025Q4: 26,983 shares; 2026Q1: 27,679 shares 27,679$12.1M8.02%+696Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,670 shares; 2026Q1: 39,085 shares 39,085$11.9M7.89%+7,415Timeline
BGSIBOYD GROUP SERVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,760 shares; 2026Q1: 79,460 shares 79,460$10.1M6.73%-1,300Timeline
CLHCLEAN HARBORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,760 shares; 2026Q1: 23,513 shares 23,513$6.74M4.48%+12,753Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,150 shares; 2026Q1: 40,230 shares 40,230$6.53M4.33%+25,080Timeline
COMPCOMPASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 207,600 shares; 2025Q4: 507,000 shares; 2026Q1: 693,600 shares 693,600$5.07M3.37%+186,600Timeline
JBHTHUNT J B TRANS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,200 shares 7,200$1.53M1.01%newTimeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,134 shares; 2026Q1: 7,800 shares 7,800$1.52M1.01%-3,334Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ROPROPER TECHNOLOGIES INC15,040$6.69Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-26-001132 base2026-05-15acceptance time not in the bulk data set